Seasonal Tax Pro: Master Returns & Client Advisory

H&R Block; Hanover (MA); On-site; USD 21,000 - 110,000; Full time

Job summary

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role in Massachusetts. You will prepare complete, accurate tax returns for individuals and small businesses, conduct in-depth client interviews, and deliver personalized recommendations.

You’ll build trusted relationships while identifying tax savings opportunities and supporting clients with IRS notices when needed. The position offers competitive hourly pay, training, and the chance to grow in tax and financial

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent required
• Bachelor’s degree in accounting, finance or related field desirable
• 5+ years of experience in tax preparation, accounting, finance, bookkeeping (preferred)
• CPA or Enrolled Agent (EA), or other IRS Circular 230 credential (preferred)
• Experience completing complex returns, tax planning, audit support, or tax notice resolution (preferred)
• Familiarity with GoSystem or Ultratax software (preferred)
• Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT) (preferred)
• Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services) (preferred)

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment

Skills

Strong verbal and writtencommunication

Client facing

Consultative advisory

Explain tax concepts clearly

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role in Massachusetts. You will prepare complete, accurate tax returns for individuals and small businesses, conduct in-depth client interviews, and deliver personalized recommendations.

You’ll build trusted relationships while identifying tax savings opportunities and supporting clients with IRS notices when needed. The position offers competitive hourly pay, training, and the chance to grow in tax and financial